The **Sales Intake Specialist – Personal Injury (Weekend Coverage)** is responsible for converting inbound and outbound leads into signed clients during weekend hours, when the organization's in-house team has reduced availability. Using approved intake scripts that balance urgency, empathy, and legal compliance, the specialist will confidently lead conversations, guide potential clients through the necessary intake questions, and close for a **signed retainer on the initial call whenever possible**. This position requires strong sales and communication skills, precise CRM management, persistent follow-up, and consistent achievement of conversion and case sign-up targets across Saturday and Sunday operations. ## Key Responsibilities ### Lead Conversion & Intake * Convert inbound and outbound leads into signed clients using approved scripts. * Lead conversations confidently, guiding potential clients through the intake process rather than simply following their lead. * Apply urgency, empathy, and legal compliance throughout every interaction. * Ask for the signed retainer on the initial call whenever possible, while ensuring the conversation feels natural to the potential client. * Handle objections professionally and effectively to maximize case sign-ups. ### CRM & Record Management * Maintain accurate and up-to-date CRM records for all leads and clients. * Log communications and case statuses promptly. * Maintain data integrity and confidentiality at all times. ### Follow-Up & Client Engagement * Persistently follow up with leads through phone, email, and messaging platforms. * Address potential client questions and concerns with empathy and professionalism. * Ensure timely responses to all client inquiries during weekend coverage. ### Performance & Reporting * Meet or exceed individual conversion-rate and case sign-up targets. * Maintain consistent call volume throughout weekend shifts. * Participate in coaching sessions. * Report relevant performance metrics to management. ### Collaboration & Compliance * Coordinate with internal teams through internal messaging platforms. * Ensure intake processes comply with applicable legal and ethical standards. * Uphold organizational values of integrity, discretion, and professionalism. ## Qualifications * Associate degree. * **3–6 years of experience** in a similar intake or sales role. * Proven ability to confidently lead conversations and close signed agreements on the initial call. * Experience working with CRM systems, e-signature platforms, dialer/call software, Google Workspace, and internal messaging tools. * Strong verbal and written communication skills. * Excellent listening and objection-handling abilities. * Strong empathy combined with the assertiveness necessary for a sales-oriented intake environment. * High level of integrity, discretion, and professionalism. * Consistent availability to work **Saturday and Sunday**. ## Software & Tools The Sales Intake Specialist should be comfortable working with: * CRM systems * E-signature platforms * Dialer and call software * Google Workspace * Internal messaging tools ## Work Schedule This position is specifically designed to provide **weekend coverage on Saturday and Sunday**. One of the following schedules will apply and will be confirmed with the candidate before onboarding: * **Saturday & Sunday: 9:00 AM – 6:00 PM** * **Saturday & Sunday: 12:00 PM – 9:00 PM** Candidates will also be asked to provide their **full weekly availability**. Although the current requirement is strictly for weekend coverage, broader availability may allow the position to expand into weekday or evening hours in the future, such as a **Saturday-through-Thursday arrangement**, depending on organizational needs. ## Work Environment The candidate must have: * Reliable computer and professional headset. * High-speed and stable internet connection. * Access to the required CRM, e-signature, dialer/call, Google Workspace, and internal communication platforms. * Quiet and professional home workspace suitable for confidential client conversations. ## Performance Expectations Performance will be measured based on: * Individual conversion rates. * Case sign-up targets, specifically signed retainers that are successfully kept. * Call volume. * Consistency of effort throughout weekend shifts. * CRM accuracy and proper documentation. The Sales Intake Specialist will report to management and participate in periodic performance reviews and coaching sessions. ## 90-Day Onboarding Plan ### Phase 1: Orientation – Weeks 1–2 * Introduction to the organization, team, and expectations. * Introduction to required software and tools. * Training on intake processes and approved scripts. * Familiarization with lead management and CRM procedures. * Review of communication, confidentiality, and compliance expectations. ### Phase 2: Integration – Weeks 3–6 * Hands-on intake practice. * Supervised potential client interactions during weekend shifts. * Practic…